JK
CFP
JK
CFP

John Kerr

27 Years of Experience
Indianapolis, IN
Broker

John Kerr is a CFP-designated registered investment advisor at Thurston Springer Advisors, based in Indianapolis, IN, with 27 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
6,759 clients
Average Client Portfolio
$544K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$25K

Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.

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Location

9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is on the Board of Directors for Bonbar Homeowners Association and Vice-Chairman of Options Charter School, spending minimal time on each. He also dedicates nearly full-time hours to John Kerr Financial, LLC, his DBA for investment clients.

Employment History
Current Registrations
Thurston Springer Advisors
November 2020 - Present · 5 yrs 6 mos
Thurston, Springer, Miller, Herd & Titak, INC.
August 2019 - Present · 6 yrs 9 mos
Thurston, Springer, Miller, Herd & Titak, INC.Broker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Thurston Springer Financial
August 2019 - July 2021 · 1 yr 11 mos
Edward Jones
July 2007 - August 2019 · 12 yrs 1 mo
Edward JonesBroker
September 1998 - August 2019 · 20 yrs 11 mos
State Registrations11 states
AZCACOFLINKYNCOHORPATN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.